-27.7%
ACHR vs DOCU
-71.0%
+43.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -1.7% | +16.4% | +15.4% |
| 7D | +5.7% | -5.5% | +11.3% | +8.0% |
| 30D | -4.9% | +12.6% | -17.6% | -9.8% |
| 3M | -15.1% | +36.4% | -51.5% | -25.7% |
| 6M | -30.7% | +66.8% | -97.5% | -45.1% |
| YTD | -41.0% | +13.5% | -54.4% | -46.2% |
| 1Y | -50.0% | +11.3% | -61.3% | -54.0% |
| 3Y | -17.0% | +92.1% | -109.1% | -41.1% |
| All | -27.7% | -71.0% | +43.3% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling